Lead favoritism,
Lead leakage
Automated lead distribution
Zero lead leakage
Capture leads from all sources and ensure there is absolutely no lead leakage.
Zero lead favoritism
Create automated workflows to assign leads to agents based on skillset or a criteria. Avoid lead favoritism.
Schedule site visits,
send automated reminders
Plan and schedule site visits
Empower your presales agents to plan and schedule future site visits with your leads. Update all activities, appointments, notes, attachments, follow ups for each lead so that no lead information is missed.
Send reminders for site visit confirmation
Send automated reminders from the platform to your leads and get confirmation. Store your lead’s preference of call timings and set your automation workflow. Elevate your lead’s buying experience.
Set up your task board, notes and follow up
Tasks
Let your team create their individual task boards and plan their work schedule. Keep a tab on tasks that are completed, in progress and those that are past due dates
Follow up notes
Let them record notes, attachments, and follow ups. Add various notes regarding any leads for other internal teams to understand any anomalies or preference, thus tracking your customer’s full buying journey
Get in touch.
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